PagnatoKarp Partners’s Alerian MLP ETF AMLP Stock Holding History

PagnatoKarp Partners’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-27,721	Closed	-$477K	–	10
2020 Q1	$477K	Sell	27,721 -4,385	-14%	-$149K	0.12%	94
2019 Q4	$1.36M	Sell	32,106 -6,996	-18%	-$294K	0.24%	51
2019 Q3	$1.79M	Buy	39,102 +6,202	+19%	+$293K	0.35%	42
2019 Q2	$1.62M	Sell	32,900 -4,748	-13%	-$235K	0.35%	41
2019 Q1	$1.89M	Buy	37,648 +403	+1%	+$19.8K	0.42%	39
2018 Q4	$1.63M	Buy	+37,245	New	+$1.83M	0.34%	43

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

PagnatoKarp Partners's AMLP Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 27,721 shares — an estimated $477K sold.

PagnatoKarp Partners first reported a position in AMLP in Q4 2018 and held it in 6 quarters. The position peaked at $1.89M in Q1 2019. 414 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

PagnatoKarp Partners reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 27,721 Alerian MLP ETF shares in Q2 2020, an estimated $477K.
PagnatoKarp Partners first reported a position in Alerian MLP ETF in Q4 2018 and held it in 6 quarters.
PagnatoKarp Partners's Alerian MLP ETF position peaked at $1.89M in Q1 2019.
414 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.